Dan E.
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Dan E. Email & Phone Number

Principal Director, Billing Support at Envestnet, Inc at Envestnet, Inc
Location: Royersford, Pennsylvania, United States 6 work roles 1 school
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Role
Principal Director, Billing Support at Envestnet, Inc
Location
Royersford, Pennsylvania, United States

Who is Dan E.? Overview

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Dan E. is listed as Principal Director, Billing Support at Envestnet, Inc at Envestnet, Inc, based in Royersford, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Dan E..

Dan E. previously worked as Principal Director, Billing Support at Envestnet, Inc and Vice President, Billing Services Manager at Envestnet, Inc. Dan E. holds Bsba, Management from Shippensburg University Of Pennsylvania.

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Email format at Envestnet, Inc

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Envestnet, Inc

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Profile bio

About Dan E.

A Six Sigma certified leader with more than eleven years of direct billing management and 15 years of corporate billing and A/R experience. A strong people leader with an outstanding work ethic, excellent problem solving and communication skills mixed with billing expertise, process improvement experience and accounts receivable knowledge.

Current workplace

Dan E.'s current company

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Envestnet, Inc
Envestnet, Inc
Principal Director, Billing Support at Envestnet, Inc
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6 roles

Dan E. work experience

A career timeline built from the work history available for this profile.

Principal Director, Billing Support

Current

Berwyn, Pennsylvania, US

May 2022 - Present

Vice President, Billing Services Manager

Berwyn, Pennsylvania, US

Dec 2018 - May 2022

Senior Manager, Billing Services

Boston, Massachusetts, US

  • Manage Iron Mountain’s North American Billing process including a staff of Billing Supervisors, Leads, and Analysts who provide billing and receivable support for all of Iron Mountain’s business lines and escalated.
  • Manage the generation and delivery of customer invoices in a variety of formats to Iron Mountain’s 120,000 customers. This represents 400,000 invoices and $200 million dollars monthly in North America. This includes.
  • Responsible for Iron Mountain’s domestic billing relationship with off-shore employees in Bangalore, India. Identifying transactional billing work, managing the documentation and transfer process off-shore, and.
  • Apply Six Sigma tools to our billing processes to eliminate waste, identify efficiency opportunities, and implement steps to continuously improve our work.
  • Participate and often lead multiple company-wide initiatives and projects spanning numerous departments and functions (Operations, IT, Transportation, Price Management, Executive Leadership, etc). This includes invoice.
  • Manage the conversion of customer profile and billing data during company acquisitions. Including detailed analysis of the acquired companies billing practices and contractual requirements and fitting them into our.
Nov 2016 - Dec 2018

Manager, Billing Services

Boston, Massachusetts, US

  • Responsible for the Billing Centralization and offshoring initiatives. This included the creation of detailed training material and onsite instructional classes. Oversee the billing processes completed by billing.
  • Work with Collections and A/R partners to analyze complex customer billing and payment data to ensure bill charges are accurate and in accordance with customer contracts and payment requirements. Actively work with.
  • Manage the billing relationship with Accounting to recognize services and billing amounts in proper months. Oversee the processing of customer adjustments and re-invoicing when needed.
  • Identify efficiencies in work streams and automate all manual processes where possible. Implement workflow tools (AWS) to monitor and report on Billing inquiries and cases. Create and communicate standard operating.
  • Function as a liaison between senior management and field offices. Participate in multiple group meetings with leadership to discuss and resolve billing and system related issues. Provide detailed trend and billing.
  • Work closely with Iron Mountain’s Account Management/Sales team to resolve customer questions and invoicing issues. Providing direct billing guidance and customer set-up recommendations to internal and external.
Sep 2010 - Nov 2016

Billing Supervisor

Boston, Massachusetts, US

  • Responsible for the support of over 130 field billing offices throughout North America. These field billing offices are customer facing groups who handle first level billing, invoicing, and operational questions. The.
  • Manage the month end close process for 189 district offices throughout North America, South America, Europe and Asia.
  • Recruit, screen, and interview potential Billing Analyst candidates. Prepare annual and semi-annual employee reviews and work directly with senior leadership to determine merit increases.
  • Act as the billing subject matter expert for all recent Pricing Excellence initiatives. Provide billing related information and analysis to all participating functional teams throughout the organization. Directly.
  • Manage and oversee multiple concurrent customer billing conversions and acquisitions. Manipulate and analyze complex customer billing data into a usable format for upload into our billing and invoicing systems. Perform.
Mar 2007 - Sep 2010

Billing Analyst – Pricing Specialist

Boston, Massachusetts, US

Mar 2004 - Mar 2007
1 education record

Dan E. education

  • Shippensburg University Of Pennsylvania
    Shippensburg University Of Pennsylvania
    Management
FAQ

Frequently asked questions about Dan E.

Quick answers generated from the profile data available on this page.

What company does Dan E. work for?

Dan E. works for Envestnet, Inc.

What is Dan E.'s role at Envestnet, Inc?

Dan E. is listed as Principal Director, Billing Support at Envestnet, Inc at Envestnet, Inc.

Where is Dan E. based?

Dan E. is based in Royersford, Pennsylvania, United States while working with Envestnet, Inc.

What companies has Dan E. worked for?

Dan E. has worked for Envestnet, Inc and Iron Mountain.

How can I contact Dan E.?

You can use AeroLeads to view verified contact signals for Dan E. at Envestnet, Inc, including work email, phone, and LinkedIn data when available.

What schools did Dan E. attend?

Dan E. holds Bsba, Management from Shippensburg University Of Pennsylvania.

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